1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $25.9B → $26.5B (+$627M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,439
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910M
Puts
$463M
Net Calls
Net Calls Change

Top Buyers

1 +$263M
2 +$167M
3 +$127M
4
Jennison Associates
Jennison Associates
New York
+$66.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Ameliora Wealth Management
Switzerland
$126K
WCM
1202
Winthrop Capital Management
Indiana
$119K
RF
1203
Rossby Financial
Florida
$116K
CBT
1204
Crews Bank & Trust
Florida
$115K
GBT
1205
Grove Bank & Trust
Florida
$115K
ITIM
1206
Indiana Trust & Investment Management
Indiana
$112K
LSA
1207
Leonteq Securities AG
Switzerland
$110K
CTA
1208
Colonial Trust Advisors
South Carolina
$109K
BL
1209
BFSG LLC
California
$109K
TFGT
1210
TS Financial Group (TSFG)
Illinois
$106K
WBC
1211
West Branch Capital
Massachusetts
$106K
FCAS
1212
First Command Advisory Services
Texas
$103K
TLA
1213
Tanglewood Legacy Advisors
Texas
$102K
Fidelity International
1214
Fidelity International
Bermuda
$99.7K
CA
1215
CoreCap Advisors
Michigan
$98.5K
SL
1216
Salomon & Ludwin
Virginia
$95.9K
AEPWM
1217
Atlantic Edge Private Wealth Management
Florida
$95.5K
MCM
1218
Manchester Capital Management
Vermont
$95.4K
CT
1219
Colonial Trust
South Carolina
$94.3K
CSB
1220
City State Bank
Iowa
$94.2K
USB
1221
Union Savings Bank
Connecticut
$91.8K
PGAM
1222
Princeton Global Asset Management
New Jersey
$91.6K
CAM
1223
Chesapeake Asset Management
New York
$91.5K
BFPW
1224
BOK Financial Private Wealth
Colorado
$87.1K
CNBTD
1225
Citizens National Bank Trust Department
Mississippi
$84.3K